One Charles Private Wealth Services’s Oneok OKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,141
Closed -$212K 165
2025
Q1
$212K Hold
2,141
0.07% 133
2024
Q4
$215K Buy
+2,141
New +$215K 0.07% 140